See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,915 | $179,726+61.9% | $156,263+86.2% | $142,382+104.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.13% | 77.86%-50.7pp | 59.47%-32.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $10,704 | $5,069+111.2% | $4,333+147.0% | $4,299+149.0% |
| Participant deferral / active EE | $12,878 | $6,956+85.1% | $6,158+109.1% | $6,507+97.9% |
| Admin fee / account holder | $61,522 | $17,272+256.2% | $14,255+331.6% | $12,624+387.4% |